AWCI

Alpine Woods Capital Investors Portfolio holdings

AUM $430M
1-Year Est. Return 25.5%
This Quarter Est. Return
1 Year Est. Return
+25.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.96B
AUM Growth
+$85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$13.7M
3
+$10.1M
4
LOW icon
Lowe's Companies
LOW
+$8.07M
5
AIG icon
American International
AIG
+$7.37M

Top Sells

1
+$104M
2
+$20.9M
3
+$10.8M
4
HD icon
Home Depot
HD
+$7.23M
5
AAPL icon
Apple
AAPL
+$6.32M

Sector Composition

1 Financials 16.89%
2 Real Estate 16.43%
3 Healthcare 11.92%
4 Consumer Discretionary 11.07%
5 Technology 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$236K 0.01%
5,000
402
$235K 0.01%
4,170
403
$234K 0.01%
33,245
404
$231K 0.01%
+9,750
405
$225K 0.01%
13,500
406
$225K 0.01%
+9,000
407
$224K 0.01%
3,700
408
$224K 0.01%
12,010
+500
409
$224K 0.01%
15,000
410
$220K 0.01%
+7,000
411
$217K 0.01%
14,000
412
$215K 0.01%
15,000
413
$215K 0.01%
+4,000
414
$214K 0.01%
6,000
-3,500
415
$213K 0.01%
+1,525
416
$212K 0.01%
19,000
417
$210K 0.01%
4,000
418
$208K 0.01%
5,300
+300
419
$207K 0.01%
+4,500
420
$204K 0.01%
+12,000
421
$203K 0.01%
6,000
422
$202K 0.01%
7,725
-9,000
423
$201K 0.01%
3,010
424
$200K 0.01%
21,210
-9,090
425
$195K 0.01%
20,993
15 16
17
18 19